Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,502 | $102,422+18.6% | $147,117-17.4% | $80,959+50.1% |
| Participation rate | 14.8% | 75.9%-61.1pp | 82.2%-67.4pp | 67.7%-52.9pp |
| Annual return | 22.74% | 135.16%-112.4pp | 420.54%-397.8pp | 35.67%-12.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $578 | $6,652-91.3% | $8,065-92.8% | $4,300-86.6% |
| Admin fee / account holder | $10,805 | $7,953+35.9% | $12,993-16.8% | $6,925+56.0% |